Garrett Bohler
Investment Adviser Representative at Wheelhouse Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Garrett Bohler is an investment adviser representative with Wheelhouse Advisory Group, LLC in St. Louis, MO, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Stifel, Nicolaus & Company, Incorporated and Commerce Brokerage Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois and Missouri.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TD AmeritradeAug 2021 – Dec 2022St. Louis, MO
- Farmers & Merchants BankApr 2021 – Aug 2021St. Clair, MO
- Enterprise Bank & TrustMar 2020 – Apr 2021Hillsboro, MO
- Stange Law FirmFeb 2020 – Mar 2020Clayton, MO
- Farm and Home SupplyOct 2015 – Feb 2020High Ridge, MO
- Grade SchoolAug 2005 – May 2017Hillsboro, MO
- Commerce Brokerage Services IncDec 2022 – Apr 2023St Louis, MO
- Stifel, Nicolaus & Company, IncorporatedApr 2023 – Oct 2023Saint Louis, MO
- Wheelhouse Advisory Group LLCOct 2023 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wheelhouse Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Other
- $0 to $1,000,0001.00%
- $1,000,001 to $3,000,0000.80%
- $3,000,001 and greater0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, tax planning, investment management, income planning, estate and legacy planning, and health care planning
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 3
- Main office:
- St. Louis, MO
- SEC file number:
- 801-125869
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at Wheelhouse Advisory Group, LLC
11 other advisors in the directory
Similar advisors in St. Louis, MO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garrett Bohler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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